VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,383,687 | -9.1% | 5,081 | -5.6% | 1.04% | -13.4% |
| Q2 2023 | $1,522,608 | +2.3% | 5,381 | -9.8% | 1.20% | -3.5% |
| Q1 2023 | $1,487,660 | +58.9% | 5,964 | +35.8% | 1.24% | +41.5% |
| Q4 2022 | $936,192 | -0.4% | 4,393 | 0.0% | 0.88% | -8.7% |
| Q3 2022 | $940,000 | -4.0% | 4,393 | 0.0% | 0.96% | +8.6% |
| Q2 2022 | $979,000 | -22.5% | 4,393 | 0.0% | 0.89% | +0.9% |
| Q1 2022 | $1,263,000 | – | 4,393 | – | 0.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 293,181 | $47,213,798 | 33.92% |
| Merit Financial Group, LLC | 1,175,997 | $189,392,000 | 30.33% |
| Permanens Capital L.P. | 501,033 | $80,686,000 | 27.43% |
| Edelman Financial Services, LLC | 17,830,791 | $2,871,471,000 | 26.12% |
| Peninsula Wealth, LLC | 263,770 | $42,469,000 | 22.90% |
| Jentner Corp | 169,347 | $27,272,000 | 22.63% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 160,713 | $25,881,000 | 19.08% |
| Mosaic Family Wealth, LLC | 310,106 | $45,077,000 | 18.44% |
| INR ADVISORY SERVICES LLC | 811,698 | $130,716,000 | 17.60% |
| McIlrath & Eck, LLC | 180,785 | $29,114,000 | 16.76% |